Mine & Arao Wealth Creation & Management, Llc. Ishares Msci Kld 400 Social Et Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$205 Million
Q1 2025

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$89.27 - $100.81 $178 - $201	2 Added 0.24%	826 $83,000
Q4 2023 Feb 05, 2024	BUY	$77.74 - $91.23 $466 - $547	6 Added 0.73%	824 $75,000
Q2 2023 Aug 07, 2023	BUY	$76.24 - $84.24 $152 - $168	2 Added 0.25%	818 $68,000
Q1 2023 May 09, 2023	BUY	$71.07 - $79.2 $213 - $237	3 Added 0.37%	816 $63,000
Q4 2022 Feb 03, 2023	SELL	$66.36 - $76.94 $18,846 - $21,850	-284 Reduced 25.89%	813 $58,000
Q2 2022 Aug 16, 2022	BUY	$69.6 - $87.62 $208 - $262	3 Added 0.27%	1,097 $79,000
Q1 2022 May 13, 2022	SELL	$79.44 - $93.34 $2,383 - $2,800	-30 Reduced 2.67%	1,094 $95,000
Q4 2021 Feb 07, 2022	BUY	$83.4 - $93.49 $417 - $467	5 Added 0.45%	1,124 $104,000
Q2 2021 Aug 09, 2021	BUY	$77.33 - $82.83 $77 - $82	1 Added 0.09%	1,119 $93,000
Q4 2020 Feb 08, 2021	BUY	$62.23 - $71.54 $25,452 - $29,259	409 Added 57.69%	1,118 $80,000
Q3 2020 Nov 13, 2020	SELL	$59.39 - $68.32 $2,910 - $3,347	-49 Reduced 6.46%	709 $91,000
Q2 2020 Aug 04, 2020	SELL	$46.66 - $61.22 $3,452 - $4,530	-74 Reduced 8.89%	758 $89,000
Q1 2020 May 13, 2020	SELL	$42.17 - $63.99 $4,217 - $6,399	-100 Reduced 10.73%	832 $81,000
Q4 2019 Feb 12, 2020	BUY	$53.71 - $60.35 $50,057 - $56,246	932 New	932 $112,000

Others Institutions Holding DSI

# of Institutions

606

Shares Held

25.4M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mine & Arao Wealth Creation & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mine & Arao Wealth Creation & Management, Llc. with notifications on news.

Account